Applied Materials Inc
AMAT- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000006951
近 90 天，Applied Materials Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 3,520 家機構在 13F 申報持有，市值合計 $4,765 億；Coatue、老虎環球等 8 位大師持有。
2024 年第 1 季 13F 持有人
Applied Materials Inc 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,221
- 較 2023 年第 4 季 +214 家
- 持有股數
- 6.57 億
- 較 2023 年第 4 季 −1,476 萬 (−2.2%)
- 總市值
- $1,353 億
- 較 2023 年第 4 季 +$265.3 億 (+24.4%)
- 新進機構
- 326
- 另有 763 家加碼
- 清倉機構
- 112
- 另有 842 家減碼
另有 27 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AMAT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,520 | $4,765 億 |
| 2026 年第 1 季 | 2,955 | $2,190 億 |
| 2025 年第 4 季 | 2,645 | $1,697 億 |
| 2025 年第 3 季 | 2,362 | $1,293 億 |
| 2025 年第 2 季 | 2,323 | $1,150 億 |
| 2025 年第 1 季 | 2,166 | $916.4 億 |
| 2024 年第 4 季 | 2,240 | $1,052 億 |
| 2024 年第 3 季 | 2,216 | $1,324 億 |
| 2024 年第 2 季 | 2,286 | $1,563 億 |
| 2024 年第 1 季 | 2,221 | $1,353 億 |
| 2023 年第 4 季 | 2,034 | $1,090 億 |
| 2023 年第 3 季 | 1,852 | $928.1 億 |
| 2023 年第 2 季 | 1,830 | $963.2 億 |
| 2023 年第 1 季 | 1,761 | $825.3 億 |
| 2022 年第 4 季 | 1,685 | $651.2 億 |
| 2022 年第 3 季 | 1,561 | $545.1 億 |
| 2022 年第 2 季 | 1,631 | $603.9 億 |
| 2022 年第 1 季 | 1,781 | $899.4 億 |
| 2021 年第 4 季 | 1,846 | $1,095 億 |
| 2021 年第 3 季 | 1,638 | $900.9 億 |
| 2021 年第 2 季 | 1,649 | $1,010 億 |
| 2021 年第 1 季 | 1,597 | $980.5 億 |
2024 年第 1 季持有機構
每家機構持有 Applied Materials Inc 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 46,511 | $959.2 萬 | 0.21% | +7,728+19.9% | 加碼 |
| Bessemer Group Inc | 46,272 | $954.2 萬 | 0.02% | +16,871+57.4% | 加碼 |
| Longbow Finance SA | 45,891 | $946.4 萬 | 0.96% | −67,820−59.6% | 減碼 |
| Cornerstone Advisors, LLC | 45,800 | $944.5 萬 | 0.39% | −1,300−2.8% | 減碼 |
| Capital International Sarl | 45,500 | $938.3 萬 | 0.31% | −99,590−68.6% | 減碼 |
| Kinneret Advisory, LLC | 45,049 | $929.0 萬 | 0.93% | −140−0.3% | 減碼 |
| MAI Capital Management | 44,929 | $926.6 萬 | 0.10% | −2,078−4.4% | 減碼 |
| Kovitz Investment Group Partners, LLC | 44,872 | $925.4 萬 | 0.12% | +10,094+29.0% | 加碼 |
| Guinness Atkinson Asset Management Inc | 44,867 | $925.3 萬 | 4.35% | −318−0.7% | 減碼 |
| Contravisory Investment Management, Inc. | 44,755 | $923.0 萬 | 2.04% | −127−0.3% | 減碼 |
| Taylor Hoffman Wealth Management | 44,675 | $921.3 萬 | 3.91% | +52+0.1% | 加碼 |
| Smithbridge Asset Management Inc | 43,899 | $905.3 萬 | 1.87% | −1,787−3.9% | 減碼 |
| Freestone Capital Holdings, LLC | 43,640 | $900.0 萬 | 0.34% | +870+2.0% | 加碼 |
| Ascent Wealth Partners, LLC | 43,530 | $897.7 萬 | 1.33% | −486−1.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 43,342 | $893.3 萬 | 0.76% | 00.0% | 不變 |
| Synovus Financial Corp | 42,753 | $881.7 萬 | 0.11% | −540−1.2% | 減碼 |
| New Mexico Educational Retirement Board | 42,186 | $870.0 萬 | 0.31% | −1,800−4.1% | 減碼 |
| Meritage Portfolio Management | 41,800 | $862.0 萬 | 0.55% | −2,787−6.3% | 減碼 |
| Northwest Bancshares, Inc. | 41,668 | $859.3 萬 | 1.36% | −3,068−6.9% | 減碼 |
| Park Avenue Securities LLC | 41,474 | $855.3 萬 | 0.11% | −282−0.7% | 減碼 |
| Blume Capital Management, Inc. | 41,186 | $849.4 萬 | 2.07% | −2,290−5.3% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 41,000 | $845.5 萬 | 6.14% | −525−1.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 40,906 | $843.1 萬 | 0.76% | +23,056+129.2% | 加碼 |
| TownSquare Capital, LLC | 40,725 | $839.9 萬 | 0.12% | −949−2.3% | 減碼 |
| Signet Financial Management, LLC | 40,689 | $839.1 萬 | 1.15% | −7,830−16.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 40,650 | $838.3 萬 | 0.65% | +6,738+19.9% | 加碼 |
| First Community Trust NA | 40,303 | $831.2 萬 | 7.82% | +1,695+4.4% | 加碼 |
| Rakuten Investment Management, Inc. | 40,223 | $829.5 萬 | 0.06% | +38,154+1,844.1% | 加碼 |
| Sawgrass Asset Management LLC | 40,138 | $827.8 萬 | 0.91% | +40,138 | 新進 |
| GQG Partners LLC | 40,064 | $826.2 萬 | 0.01% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 40,061 | $826.2 萬 | 1.26% | −6,436−13.8% | 減碼 |
| Plimoth Trust Co LLC | 40,031 | $825.6 萬 | 2.20% | −1,632−3.9% | 減碼 |
| Gendell Jeffrey L | 40,000 | $824.9 萬 | 0.32% | +40,000 | 新進 |
| Greenleaf Trust | 39,977 | $824.4 萬 | 0.08% | −521−1.3% | 減碼 |
| Burr Financial Services, LLC | 39,433 | $817.5 萬 | 6.38% | +417+1.1% | 加碼 |
| CWM, LLC | 39,540 | $815.4 萬 | 0.04% | +1,719+4.5% | 加碼 |
| TCW Group Inc | 39,142 | $807.2 萬 | 0.08% | −8,343−17.6% | 減碼 |
| Plato Investment Management Ltd | 39,022 | $804.8 萬 | 0.83% | +35,997+1,190.0% | 加碼 |
| Vinva Investment Management Ltd | 38,776 | $799.7 萬 | 0.46% | −705−1.8% | 減碼 |
| Palmer Knight Co | 38,437 | $792.7 萬 | 3.86% | +837+2.2% | 加碼 |
| United Capital Management of KS, Inc. | 38,404 | $792.0 萬 | 1.81% | +2,190+6.0% | 加碼 |
| Pacifica Partners Inc. | 37,955 | $790.6 萬 | 3.50% | −537−1.4% | 減碼 |
| Horizon Investment Services, LLC | 38,208 | $788.0 萬 | 3.86% | −1,234−3.1% | 減碼 |
| Maxi Investments CY Ltd | 37,836 | $780.3 萬 | 2.10% | +37,836 | 新進 |
| Capital International Ltd | 37,720 | $777.9 萬 | 0.37% | −92,150−71.0% | 減碼 |
| Azzad Asset Management Inc | 37,574 | $774.9 萬 | 0.90% | +310+0.8% | 加碼 |
| Siemens Fonds Invest GmbH | 37,354 | $770.4 萬 | 0.59% | +1,770+5.0% | 加碼 |
| Sandler Capital Management | 37,290 | $769.0 萬 | 0.94% | −55,580−59.8% | 減碼 |
| Evergreen Private Wealth LLC | 37,063 | $764.4 萬 | 3.83% | −6,659−15.2% | 減碼 |
| Naples Global Advisors, LLC | 36,630 | $755.4 萬 | 0.77% | −71−0.2% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 36,500 | $752.7 萬 | 2.95% | 00.0% | 不變 |
| First American Bank | 36,356 | $749.8 萬 | 0.57% | +1,215+3.5% | 加碼 |
| Hall Laurie J Trustee | 36,148 | $745.5 萬 | 2.63% | −335−0.9% | 減碼 |
| Omers Administration Corp | 36,032 | $743.1 萬 | 0.08% | +36,032 | 新進 |
| Oppenheimer Asset Management Inc. | 35,848 | $739.3 萬 | 0.11% | −14,854−29.3% | 減碼 |
| Beech Hill Advisors, Inc. | 35,575 | $733.7 萬 | 3.05% | −1,170−3.2% | 減碼 |
| Norinchukin Bank, The | 35,568 | $733.5 萬 | 0.22% | −929−2.5% | 減碼 |
| Delta Financial Advisors LLC | 35,564 | $733.4 萬 | 2.90% | −62−0.2% | 減碼 |
| Petredis Investment Advisors LLC | 35,463 | $731.4 萬 | 0.88% | +1,168+3.4% | 加碼 |
| Integrated Wealth Concepts LLC | 35,204 | $726.0 萬 | 0.11% | +1,606+4.8% | 加碼 |
| Citizens National Bank Trust Department | 35,058 | $723.0 萬 | 1.68% | −107−0.3% | 減碼 |
| Congress Wealth Management LLC | 35,015 | $722.1 萬 | 0.12% | +1,040+3.1% | 加碼 |
| Carret Asset Management, LLC | 34,829 | $718.3 萬 | 0.85% | −700−2.0% | 減碼 |
| Metis Global Partners, LLC | 34,775 | $717.2 萬 | 0.26% | −155−0.4% | 減碼 |
| Aureus Asset Management, LLC | 34,718 | $716.0 萬 | 0.49% | −453−1.3% | 減碼 |
| GAM Holding AG | 34,650 | $714.6 萬 | 0.52% | −821−2.3% | 減碼 |
| Hartford Financial Management Inc. | 34,559 | $712.7 萬 | 1.50% | −192−0.6% | 減碼 |
| Private Advisor Group, LLC | 34,318 | $707.7 萬 | 0.05% | +2,285+7.1% | 加碼 |
| Eagle Asset Management Inc | 33,770 | $704.8 萬 | 0.04% | +466+1.4% | 加碼 |
| Kelly Lawrence W & Associates Inc | 34,038 | $702.0 萬 | 1.60% | −1,000−2.9% | 減碼 |
| E. Ohman J:or Asset Management AB | 33,832 | $697.7 萬 | 0.18% | +700+2.1% | 加碼 |
| Greenwood Capital Associates LLC | 33,719 | $695.4 萬 | 0.92% | −5,953−15.0% | 減碼 |
| FourThought Financial Partners, LLC | 33,715 | $695.3 萬 | 0.80% | −9,604−22.2% | 減碼 |
| Symmetry Investments LP | 33,668 | $694.3 萬 | 0.73% | −10,046−23.0% | 減碼 |
| Metropolitan Life Insurance Co | 33,559 | $692.1 萬 | 0.30% | −492−1.4% | 減碼 |
| Univest Financial Corp | 33,429 | $689.4 萬 | 1.94% | −3,824−10.3% | 減碼 |
| Brasada Capital Management, LP | 33,402 | $688.8 萬 | 1.24% | −1,301−3.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 33,213 | $685.0 萬 | 0.23% | −477−1.4% | 減碼 |
| Penserra Capital Management LLC | 33,133 | $683.1 萬 | 0.09% | −1,968−5.6% | 減碼 |
| Point72 Hong Kong Ltd | 33,083 | $682.3 萬 | 0.34% | −15,375−31.7% | 減碼 |
| Mango Five Family, Inc. | 32,950 | $679.5 萬 | 2.26% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 32,689 | $674.1 萬 | 0.30% | −1,250−3.7% | 減碼 |
| Rathbone Brothers plc | 32,511 | $670.5 萬 | 0.04% | −1,777−5.2% | 減碼 |
| Wright Investors Service Inc | 32,080 | $661.6 萬 | 1.68% | +9,070+39.4% | 加碼 |
| Sphera Funds Management Ltd. | 32,000 | $659.9 萬 | 1.07% | +32,000 | 新進 |
| TrimTabs Asset Management, LLC | 31,931 | $658.5 萬 | 1.65% | +19,936+166.2% | 加碼 |
| Advisors Asset Management, Inc. | 31,428 | $648.1 萬 | 0.12% | +984+3.2% | 加碼 |
| Marco Investment Management LLC | 31,340 | $646.3 萬 | 0.61% | −4,900−13.5% | 減碼 |
| Empirical Finance, LLC | 31,326 | $646.0 萬 | 0.40% | +1,001+3.3% | 加碼 |
| Leelyn Smith, LLC | 31,307 | $645.7 萬 | 1.29% | −1,866−5.6% | 減碼 |
| Smith Group Asset Management, LLC | 31,270 | $644.9 萬 | 0.37% | −11,400−26.7% | 減碼 |
| Advisory Services Network, LLC | 31,203 | $643.5 萬 | 0.14% | −1,251−3.9% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 31,200 | $643.4 萬 | 0.81% | 00.0% | 不變 |
| Cambridge Trust Co | 30,867 | $636.6 萬 | 0.24% | −50−0.2% | 減碼 |
| Argonautica Private Wealth Management, Inc | 30,766 | $634.5 萬 | 2.28% | +1,481+5.1% | 加碼 |
| Trustco Bank Corp N Y | 30,642 | $631.9 萬 | 6.57% | −1,712−5.3% | 減碼 |
| Bonness Enterprises Inc | 30,300 | $624.9 萬 | 2.25% | 00.0% | 不變 |
| Elevatus Welath Management | 30,272 | $624.3 萬 | 2.46% | +9,925+48.8% | 加碼 |
| Silver Lake Advisory, LLC | 30,263 | $624.1 萬 | 2.78% | −184−0.6% | 減碼 |
| Rench Wealth Management, Inc. | 30,183 | $622.5 萬 | 2.39% | +277+0.9% | 加碼 |